Primary Insight

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Primary Insight is a premier provider of expert network services, facilitating direct access for institutional investors to a diverse and highly targeted base of experts across all industry sectors and regions. Established in 2005 and spun out from JPMorgan in 2009, the company is led by industry veterans committed to delivering high-quality, compliant, and bespoke research solutions. Key Features and Functionality: - Expert Network Access: Connects clients with a global network of industry experts for informed decision-making. - Comprehensive Compliance Process: Implements a rigorous compliance framework, including expert recruitment, registration, pre-call screening, and continuous education, ensuring adherence to legal and ethical standards. - Advanced Technology Platforms: Offers proprietary Client and Expert Portals for efficient project management, scheduling, and compliance monitoring. - Diverse Service Offerings: Provides live one-on-one consultations, in-person meetings, surveys, and hosted events tailored to client needs. Primary Value and User Solutions: Primary Insight addresses the critical need for reliable and compliant expert insights in the investment community. By maintaining stringent compliance standards and leveraging advanced technology, the company ensures that clients receive accurate, timely, and ethically sourced information. This empowers institutional investors to make well-informed decisions, manage risks effectively, and gain a competitive edge in the market.